Estate and Wealth Transfer Planning

Regardless of how you plan to distribute your wealth, you need a personalized estate plan that will minimize estate and wealth transfer taxes. If you have a closely-held business or real estate, we can help you to come up with a comprehensive solution that can minimize or even eliminate gift and estate taxes.

We have significant experience in assisting clients with all matters of estate and tax planning.  We have helped many families to develop wealth transfer strategies with our comprehensive estate and wealth transfer planning services.

We’ve helped business owners and professionals to plan for the future with these services:

  • Comprehensive estate, wealth transfer, and trust planning for business owners and professionals;
  • Advanced trust design and drafting for special situations, including real estate;
  • Business succession planning for family businesses;
  • Strategies to minimize estate tax liability;
  • Charitable planning with closely-held stock or interests;
  • Asset protection planning;
  • Family governance & family meetings.

We’ll take the time to develop a relationship with you, so that we have a clear understanding of your goals, concerns and values.  We can help you to develop and implement a customized estate and wealth transfer plan that maximizes the amount of wealth that is transferred to heirs, while significantly increasing the odds of a successful business transition to the next generation (or to key employees or an ESOP, to charity, or to a third party buyer, depending on the long-term intent and goal for your business interest).

If you would like to discuss your estate and wealth transfer goals and objectives in more detail, call us today at (949) 482-1850 or contact us here.  Learn even more about the specific needs of family businesses below: